CWM
IWF icon

Collaborative Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Collaborative Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,444
Closed -$289K – 199
2025
Q4 		$289K Hold
2,444
– – 0.1% 170
2025
Q3 		$286K Hold
2,444
– – 0.12% 151
2025
Q2 		$259K Hold
2,444
– – 0.11% 151
2025
Q1 		$221K Hold
2,444
– – 0.1% 155
2024
Q4 		$245K Sell
2,444
-188
-7% -$18.5K 0.11% 149
2024
Q3 		$247K Hold
2,632
– – 0.11% 146
2024
Q2 		$240K Buy
2,632
+188
+8% +$16.1K 0.12% 144
2024
Q1 		$206K Sell
2,444
-904
-27% -$72.8K 0.1% 158
2023
Q4 		$254K Hold
3,348
– – 0.14% 135
2023
Q3 		$223K Sell
3,348
-80
-2% -$5.52K 0.13% 148
2023
Q2 		$236K Buy
3,428
+80
+2% +$5.09K 0.14% 147
2023
Q1 		$205K Buy
+3,348
New +$193K 0.13% 160
2022
Q3 		– Sell
-3,952
Closed -$216K – 177
2022
Q2 		$216K Buy
+3,952
New +$237K 0.14% 170
2021
Q4 		$351K Buy
+4,592
New +$340K 0.19% 146
2021
Q1 		$274K Buy
+3,952
New +$241K 0.16% 160

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Collaborative Wealth Management's IWF Position: Q1 2026 in Review

Collaborative Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,444 shares — an estimated $289K sold.

Collaborative Wealth Management first reported a position in IWF in Q1 2021 and held it in 15 quarters. The position peaked at $351K in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Collaborative Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,444 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $289K.
  • Collaborative Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and held it in 15 quarters.
  • Collaborative Wealth Management's iShares Russell 1000 Growth ETF position peaked at $351K in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.